ONGA
BAC icon

O'Neil Global Advisors’s Bank of America BAC Stock Holding History

O'Neil Global Advisors’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-15,939
Closed -$709K – 71
2021
Q4 		$709K Sell
15,939
-29,496
-65% -$1.34M 1.17% 12
2021
Q3 		$1.93M Buy
45,435
+28,423
+167% +$1.14M 1.48% 12
2021
Q2 		$701K Buy
17,012
+5,012
+42% +$205K 0.22% 49
2021
Q1 		$464K Buy
+12,000
New +$414K 0.45% 43

Other funds holding BAC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

O'Neil Global Advisors's BAC Position: Q1 2022 in Review

O'Neil Global Advisors sold out of Bank of America (BAC) in Q1 2022, closing a stake of 15,939 shares — an estimated $709K sold.

O'Neil Global Advisors first reported a position in BAC in Q1 2021 and held it in 4 quarters. The position peaked at $1.93M in Q3 2021. 2,790 funds tracked by Wall St. Rank hold BAC as of Q1 2022.

  • O'Neil Global Advisors reported no remaining Bank of America position as of Q1 2022 after selling out during the quarter.
  • O'Neil Global Advisors sold 15,939 Bank of America shares in Q1 2022, an estimated $709K.
  • O'Neil Global Advisors first reported a position in Bank of America in Q1 2021 and held it in 4 quarters.
  • O'Neil Global Advisors's Bank of America position peaked at $1.93M in Q3 2021.
  • 2,790 funds tracked by Wall St. Rank held Bank of America as of Q1 2022.

Based on O'Neil Global Advisors's 13F filing for Q1 2022, filed 12 May 2022.